Investment Q&A

• Descartes Systems Group Inc. (The) (DSG $114.71)
  • $114.71 P/E (TTM): 48.46X Cap: $9.85B
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• Enghouse Systems Limited (ENGH $19.92)
  • $19.92 P/E (TTM): 15.02X Cap: $1.09B
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Q: Hello,

You have been a champion of DSG and less so of ENGH.

ENGH provides 5.94% dividend, might be a dividend trap??
Both are down 30% +/- 1 yr.

I would have punted DSG 6 months ago, but didn't, due to your endorsement.

Credibility is important - maybe I'm missing a subtle distinction.

And I made the decision to keep it.

Thank you
Feel free to modify my question re: DSG /ENGH to put you less on the spot. I think it was Buffett who said "if can't handle your equities dropping 50% you shouldn't be in the stock market". I can handle it, but still don't like it.
All the best

Upvote 3

Read Answer Asked by Delbert on December 01, 2025

• Enghouse Systems Limited (ENGH $19.92)
  • $19.92 P/E (TTM): 15.02X Cap: $1.09B
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• Superior Plus Corp. (SPB $7.41)
  • $7.41 P/E (TTM): 110.44X Cap: $1.65B
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• Birchcliff Energy Ltd. (BIR $7.77)
  • $7.77 P/E (TTM): 29.11X Cap: $2.12B
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Q: Hi 5i,
Presently below water on the 3 above stocks. Would you hold on today for dividend on these and hope they come back or let go for something more promising? What replacements might be better right now? Thanks.
kc

Upvote 7

Read Answer Asked by Keith on November 27, 2025

• TELUS Corporation (T $18.12)
  • $18.12 Cap: $28.04B
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• Constellation Software Inc. (CSU $3,319.39)
  • $3,319.39 P/E (TTM): 76.8X Cap: $70.34B
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• Enghouse Systems Limited (ENGH $19.92)
  • $19.92 P/E (TTM): 15.02X Cap: $1.09B
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• Topicus.com Inc. (TOI $128.50)
  • $128.50 P/E (TTM): 1065.55X Cap: $10.80B
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• Lumine Group Inc. (LMN $29.00)
  • $29.00 P/E (TTM): 117.54X Cap: $7.44B
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Q: Hello,
I have Telus and Enghouse . I am down of the two of them.What do you think of selling Telus and buying more Enghouse? Thanks!
Nancy

Upvote 14

Read Answer Asked by Nancy on November 19, 2025

• NVIDIA Corporation (NVDA $179.92)
  • $179.92 P/E (TTM): 50.43X Cap: $4.37T
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• Enghouse Systems Limited (ENGH $19.92)
  • $19.92 P/E (TTM): 15.02X Cap: $1.09B
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Q: Hello, I am looking for a reason to keep my ENGH holdings. It's trading at $19 ( and I paid $31 orignially).

Would a pullback in prices of the massive U.S. A.I. companies affect ENGH's price? I understand that investors are questioning the high valuations of companies like Nividia.

Could a pullback in the A.I. industry valuations create buying opportunities for ENGH?

I am hesistating to sell ENGH at this point because it is profitable, has a good balance sheet, and the dividend is still attractive. But, if management continues to stay on the sidelines for investing its cash for much longer, I am concerned that the stock price will continue to fall.

Upvote 7

Read Answer Asked by Cathy on November 19, 2025

• Enghouse Systems Limited (ENGH $19.92)
  • $19.92 P/E (TTM): 15.02X Cap: $1.09B
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Q: What do you think of Enghouses’s acquisition of Sixbell’s Telco Division.

I can’t find much info.

Upvote 2

Read Answer Asked by Danny on November 10, 2025

• BCE Inc. (BCE $32.91)
  • $32.91 P/E (TTM): 4.94X Cap: $30.68B
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• Rogers Communications Inc. Class B Non-voting Shares (RCI.B $54.54)
  • $54.54 P/E (TTM): 4.42X Cap: $29.44B
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• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $37.49)
  • $37.49 P/E (TTM): 100.08X Cap: $5.91B
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• Enghouse Systems Limited (ENGH $19.92)
  • $19.92 P/E (TTM): 15.02X Cap: $1.09B
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• Brookfield Infrastructure Partners L.P. (BIP.UN $49.83)
  • $49.83 P/E (TTM): 55.05X Cap: $22.98B
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• Northwest Healthcare Properties Real Estate Investment Trust (NWH.UN $5.35)
  • $5.35 Cap: $1.33B
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Q: My portfolio is income based. I have capital losses in BCE, CAR,UN and ENGH. What order would you sell them in or should some be held? I am looking to replace some or all with the following; BIP.UN, NWC.UN and/or RCI.B. How would you rank them for acquisition?

Upvote 6

Read Answer Asked by David on October 27, 2025

• Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A $169.58)
  • $169.58 P/E (TTM): 18.15X Cap: $12.82B
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• Element Fleet Management Corp. (EFN $36.77)
  • $36.77 P/E (TTM): 25.3X Cap: $14.70B
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• Enghouse Systems Limited (ENGH $19.92)
  • $19.92 P/E (TTM): 15.02X Cap: $1.09B
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• TMX Group Limited (X $51.00)
  • $51.00 P/E (TTM): 31.09X Cap: $14.18B
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• Toromont Industries Ltd. (TIH $162.42)
  • $162.42 P/E (TTM): 27.01X Cap: $13.21B
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• TFI International Inc. (TFII $124.41)
  • $124.41 P/E (TTM): 22.58X Cap: $10.23B
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• Alimentation Couche-Tard Inc. (ATD $75.38)
  • $75.38 P/E (TTM): 19.8X Cap: $69.78B
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• goeasy Ltd. (GSY $137.18)
  • $137.18 P/E (TTM): 10.19X Cap: $2.20B
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• TerraVest Industries Inc. (TVK $123.29)
  • $123.29 Cap: $2.67B
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• Propel Holdings Inc. (PRL $23.73)
  • $23.73 P/E (TTM): 11.41X Cap: $933M
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Q: I need to raise some capital. Please advise in what order you would sell these equities. Are there some you would not sell? I am more of a income investor.

Upvote 5

Read Answer Asked by David on September 29, 2025

• Constellation Software Inc. (CSU $3,319.39)
  • $3,319.39 P/E (TTM): 76.8X Cap: $70.34B
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• Enghouse Systems Limited (ENGH $19.92)
  • $19.92 P/E (TTM): 15.02X Cap: $1.09B
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Q: After reviewing past questions on ENGH and CSU (specifically June 19). When you preferred the CSU group of companies over ENGH.
Would give the same recommendation after today’s news regarding Mark Leonard?
Would selling my holdings in ENGH to buy CSU be a good move from your perspective. I appreciate your input.
Thank you, Mike

Upvote 7

Read Answer Asked by Mike on September 29, 2025

• Enghouse Systems Limited (ENGH $19.92)
  • $19.92 P/E (TTM): 15.02X Cap: $1.09B
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Q: In reply to Patrik's question about whether he should hang on to ENGH, you said there was not a lot to get excited about here. However, I am excited about ENGH and bought more on Friday's sell-off. Here's why:

1) $5 a share in cash on the balance sheet, with no debt
2) Forward P/E ratio of less than 10 if you deduct this cash from Friday's closing share price
3) Utility-like 5.7% dividend yield while you wait for a turnaround.

I agree that there is a lot of uncertainty as to whether or not ENGH can return to growth, but I would argue that investors looking for income should by buying ENGH at current prices. If growth does return, the stock will pop.

Could you not get just a little bit excited?

Upvote 11

Read Answer Asked by David on September 10, 2025

• Enghouse Systems Limited (ENGH $19.92)
  • $19.92 P/E (TTM): 15.02X Cap: $1.09B
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Q: I have a position in ENGH. With the recent quarters revealing slightly negative growth and no catalyst in sight, would you recommend moving on from this name? Hence, sell or hold?

Upvote 6

Read Answer Asked by Patrik on September 04, 2025

• Bank of Nova Scotia (The) (BNS $96.03)
  • $96.03 P/E (TTM): 18.64X Cap: $119.22B
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• TELUS Corporation (T $18.12)
  • $18.12 Cap: $28.04B
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• Pembina Pipeline Corporation (PPL $54.58)
  • $54.58 P/E (TTM): 18.97X Cap: $31.71B
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• Canadian Utilities Limited Class A Non-Voting Shares (CU $42.21)
  • $42.21 P/E (TTM): 20.7X Cap: $11.47B
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• Emera Incorporated (EMA $68.22)
  • $68.22 P/E (TTM): 18.33X Cap: $20.51B
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• Allied Properties Real Estate Investment Trust (AP.UN $13.21)
  • $13.21 Cap: $1.69B
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• Capital Power Corporation (CPX $60.92)
  • $60.92 P/E (TTM): 21.44X Cap: $9.47B
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• Cogeco Communications Inc. Subordinate Voting Shares (CCA $67.35)
  • $67.35 P/E (TTM): 8.99X Cap: $2.84B
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• Enghouse Systems Limited (ENGH $19.92)
  • $19.92 P/E (TTM): 15.02X Cap: $1.09B
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• Gibson Energy Inc. (GEI $25.48)
  • $25.48 P/E (TTM): 27.62X Cap: $4.17B
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• Granite Real Estate Investment Trust (GRT.UN $76.08)
  • $76.08 P/E (TTM): 37.54X Cap: $4.60B
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• Magna International Inc. (MG $69.07)
  • $69.07 P/E (TTM): 13.33X Cap: $19.46B
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• Exchange Income Corporation (EIF $79.85)
  • $79.85 P/E (TTM): 29.46X Cap: $4.33B
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• CT Real Estate Investment Trust (CRT.UN $16.10)
  • $16.10 P/E (TTM): 16.95X Cap: $3.86B
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• First National Financial Corporation (FN $47.98)
  • $47.98 P/E (TTM): 15.73X Cap: $2.87B
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• Cogeco Inc. Subordinate Voting Shares (CGO $63.85)
  • $63.85 P/E (TTM): 7.29X Cap: $615M
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Q: Please rank according to current buy rating. All of these equities are dividend aristocrats with current dividend/distribution higher than 4.5%. Thanks

Upvote 13

Read Answer Asked by David on July 28, 2025

• Enghouse Systems Limited (ENGH $19.92)
  • $19.92 P/E (TTM): 15.02X Cap: $1.09B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.73)
  • $15.73 Cap: $2.13B
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• Dye & Durham Limited (DND $2.99)
  • $2.99 Cap: $200M
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Q: can you pls compare these software companies...are any of these are a buy?

Upvote 5

Read Answer Asked by adam on July 14, 2025

• Enghouse Systems Limited (ENGH $19.92)
  • $19.92 P/E (TTM): 15.02X Cap: $1.09B
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Q: Have owned ENGH forever and enjoy the growing dividend but looking at the the ten year chart I shake my head and wonder what's wrong. With its balance sheet strength etc why is it so flat and going nowhere? Is this a management problem, industry issues? Could I get your opinion on this? Would you replace it and with what? Thanks

Upvote 5

Read Answer Asked by Ronald on June 30, 2025

• Enghouse Systems Limited (ENGH $19.92)
  • $19.92 P/E (TTM): 15.02X Cap: $1.09B
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Q: Would 5I give any consideration to including this name to income portfolio?or?Seems to me with a 5+ dividend and growth potential as well.Would it not be a good candidate at current price? Not safe enough? Thanks Larry

Upvote 7

Read Answer Asked by Larry on June 19, 2025

• AT&T Inc. (T $25.79)
  • $25.79 P/E (TTM): 8.45X Cap: $182.83B
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• Enghouse Systems Limited (ENGH $19.92)
  • $19.92 P/E (TTM): 15.02X Cap: $1.09B
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• Exco Technologies Limited (XTC $6.60)
  • $6.60 P/E (TTM): 10.82X Cap: $251M
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• CT Real Estate Investment Trust (CRT.UN $16.10)
  • $16.10 P/E (TTM): 16.95X Cap: $3.86B
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• Energy Transfer LP (ET $16.83)
  • $16.83 P/E (TTM): 13.37X Cap: $57.37B
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• Global X SuperDividend U.S. ETF (DIV $17.79)
  • $17.79 P/E (TTM): 14.61X Cap: $650M
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Q: Good evening!
Looking to add to my portfolio, and these are all high dividend payers. Could you rank them with regard to safety (primarily preservation of capital with low chance of potential problems on any visible horizon), and then also rank them from best grower to worst grower? Please take credits you think are fair.
Thanks! Paul K

Upvote 4

Read Answer Asked by Paul on June 17, 2025

• Enghouse Systems Limited (ENGH $19.92)
  • $19.92 P/E (TTM): 15.02X Cap: $1.09B
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Q: Is this a value trap now? Should one sell and move on,
thinking maybe KSI or LMN for tech exposure…..
Thank you

Upvote 4

Read Answer Asked by Sonny on June 17, 2025

• Enghouse Systems Limited (ENGH $19.92)
  • $19.92 P/E (TTM): 15.02X Cap: $1.09B
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• Savaria Corporation (SIS $20.90)
  • $20.90 P/E (TTM): 24.77X Cap: $1.49B
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• Galaxy Digital Inc. Class A common stock (GLXY $34.74)
  • $34.74 Cap: $13.56B
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Q: Finally in profit territory with DRX.Have a significant holding of HPS.A.Considering bailing out of Drx and replacing with one of 3mentioned .Which would you consider best or due to current momentum of Drx would you consider a hold .Thanks for great t service.Larry

Upvote 5

Read Answer Asked by Larry on June 12, 2025

• Descartes Systems Group Inc. (The) (DSG $114.71)
  • $114.71 P/E (TTM): 48.46X Cap: $9.85B
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• Enghouse Systems Limited (ENGH $19.92)
  • $19.92 P/E (TTM): 15.02X Cap: $1.09B
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Q: hi folks

both enghouse and descarte have taken a bit of a hit on results

both still solid companies; which would you prefer for the next 3+ years

or neither?

no current position in either currently

thx as always

Upvote 9

Read Answer Asked by Robert on June 06, 2025

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $123.58)
  • $123.58 P/E (TTM): 16.93X Cap: $27.08B
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• Constellation Software Inc. (CSU $3,319.39)
  • $3,319.39 P/E (TTM): 76.8X Cap: $70.34B
  • View CSU Profile
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• Descartes Systems Group Inc. (The) (DSG $114.71)
  • $114.71 P/E (TTM): 48.46X Cap: $9.85B
  • View DSG Profile
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• Enghouse Systems Limited (ENGH $19.92)
  • $19.92 P/E (TTM): 15.02X Cap: $1.09B
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• Kinaxis Inc. (KXS $173.12)
  • $173.12 P/E (TTM): 102.96X Cap: $4.85B
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• Thomson Reuters Corporation (TRI $186.49)
  • $186.49 P/E (TTM): 34.77X Cap: $82.95B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $209.11)
  • $209.11 P/E (TTM): 89.47X Cap: $272.11B
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Q: Hi Peter, the results for ENGH look a bit soft. Can you provide your opinion on the results and if you think it would be a value buy now with the dividend. Thanks

Upvote 8

Read Answer Asked by Frank on June 06, 2025

• Toronto-Dominion Bank (The) (TD $116.96)
  • $116.96 P/E (TTM): 9.93X Cap: $199.67B
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• Bank of Nova Scotia (The) (BNS $96.03)
  • $96.03 P/E (TTM): 18.64X Cap: $119.22B
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• Enbridge Inc. (ENB $68.44)
  • $68.44 P/E (TTM): 25.98X Cap: $149.28B
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• Sun Life Financial Inc. (SLF $80.86)
  • $80.86 P/E (TTM): 20.71X Cap: $45.07B
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• Fortis Inc. (FTS $73.07)
  • $73.07 P/E (TTM): 20.99X Cap: $36.92B
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• Enghouse Systems Limited (ENGH $19.92)
  • $19.92 P/E (TTM): 15.02X Cap: $1.09B
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• Magna International Inc. (MG $69.07)
  • $69.07 P/E (TTM): 13.33X Cap: $19.46B
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• Open Text Corporation (OTEX $47.21)
  • $47.21 P/E (TTM): 17.58X Cap: $11.89B
  • View OTEX Profile
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• goeasy Ltd. (GSY $137.18)
  • $137.18 P/E (TTM): 10.19X Cap: $2.20B
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• Leon's Furniture Limited (LNF $28.40)
  • $28.40 P/E (TTM): 11.4X Cap: $1.95B
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• Hydro One Limited (H $54.64)
  • $54.64 P/E (TTM): 25.26X Cap: $32.77B
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Q: Perhaps am looking for unicorns. I have some money to deploy and I am looking for companies that have the balance sheet to ride out the current situation whether it lasts another two months or >12 months. My basic criteria were those potentially undervalued, dividend over 3%, div growth of at least 5% and a decent payout ratio. Any suggestions appreciated, thanks for your help.

Upvote 23

Read Answer Asked by Art on March 28, 2025